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Nonprofiteer
← HERITAGE U LEVERAGE LENDER

Form 990 for tax year 2022

Filed by HERITAGE U LEVERAGE LENDER.

Totals

Total revenue
$34,664
Total expenses
$34,664
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$34,664
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$34,664

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANDREW SUND

    PRESIDENT, HERITAGE UNIVER

    Total calculated
    $359,287
    From this org
    $0
    From related orgs
    $326,150
    Other
    $33,137
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $281,750 related
    Bonus
    $0
    Other
    $0 + $44,400 related
    Deferred
    $0 + $22,830 related
    Nontaxable benefits
    $0 + $10,307 related
    Filer's total
    $0 + $359,287 related

  • DAVID WISE

    VP ADVANCEMENT, HERITAGE U

    Total calculated
    $159,125
    From this org
    $0
    From related orgs
    $139,050
    Other
    $20,075
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $139,050 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,734 related
    Nontaxable benefits
    $0 + $10,341 related
    Filer's total
    $0 + $159,125 related

  • THOMAS RICHTER

    CFO/VP OF ADMINISTRATION

    Total calculated
    $149,391
    From this org
    $0
    From related orgs
    $139,050
    Other
    $10,341
    Hours/week
    1 + 40 related

  • PATRICK OSHIE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • KAZUHIRO SONODA

    PROVOST

    Total calculated
    $163,014
    From this org
    $0
    From related orgs
    $152,100
    Other
    $10,914
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $152,100 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $10,647 related
    Nontaxable benefits
    $0 + $267 related
    Filer's total
    $0 + $163,014 related

  • DR MELISSA HILL

    INTERIM PROVOST

    Total calculated
    $159,125
    From this org
    $0
    From related orgs
    $139,050
    Other
    $20,075
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $139,050 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,734 related
    Nontaxable benefits
    $0 + $10,341 related
    Filer's total
    $0 + $159,125 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
HERITAGE UNIVERSITY, A RELATED ORGANIZATION, DETERMINES THE PRESIDENT'S COMPENSATION USING COMPARATIVE DATA PROVIDED BY CUPA. THE DATA IS REVIEWED BY THE COMPENSATION COMMITTEE OF THE BOARD WHICH IS COMPRISED OF THE BOARD CHAIR, FINANCE COMMITTEE CHAIR, AND THE CFO.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
13 March 2024
IRS schema version
2022v5.0
Source object
202410739349301131

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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